SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,626 | -9.1% | 1,162 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,694 | +0.2% | 1,162 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $22,659 | +1.1% | 1,162 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,415 | +1.9% | 1,162 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 1,162 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -13.8% | 1,162 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $29,000 | -6.5% | 1,162 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +14.8% | 581 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | 0.0% | 581 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +12.5% | 581 | -60.4% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 1,468 | +152.7% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +4.8% | 581 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $21,000 | +10.5% | 581 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $19,000 | 0.0% | 581 | 0.0% | 0.01% | -22.2% |
| Q1 2020 | $19,000 | -29.6% | 581 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $27,000 | – | 581 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 597,749 | $24,585,000 | 13.92% |
| Fund Evaluation Group, LLC | 1,557,236 | $64,049,000 | 10.25% |
| APPLETON GROUP, LLC | 183,743 | $7,557,000 | 8.12% |
| Financial Engines Advisors L.L.C. | 4,573,795 | $188,125,000 | 6.28% |
| MONEYWISE, INC. | 191,393 | $7,872,000 | 6.22% |
| MCIA Inc | 152,286 | $6,264,000 | 5.56% |
| Tiller Private Wealth, Inc. | 155,950 | $6,414,000 | 5.00% |
| Moisand Fitzgerald Tamayo, LLC | 189,667 | $7,801,000 | 4.75% |
| Whitnell & Co. | 240,701 | $9,900,000 | 4.32% |
| Northwest Quadrant Wealth Management, LLC | 113,486 | $4,798,000 | 3.59% |